Internal Sales Desk Council



Steven Dunn
Head of Exchange Traded Funds


American Century Investments
Susie Morris
Vice President, Sales Manager and Co-Head of Internal Sales


Nate Newhall
Senior Internal Investment Consultant


Amundi US
Dan Clark
Senior Vice President, Head of Inside Sales and Data Analytics


Artisan Partners
Karla Horn
Director, Intermediary Services


Kaitlyn Baldeo
Assistant Internal Sales Desk Manager


Calamos Investments
Taha Baggia
Vice President, Director of Sales


Columbia Threadneedle Investments
Greg Sellers


Diamond Hill Capital Management
Colin Prescott
Managing Director


Dodge & Cox
Steven Gorski
Managing Director


Federated Hermes
Scott Vallina
Vice President, Director, Client Engagement Center


Fenimore Asset Management
Jonathan Moran
Vice President


Fidelity Investments
Derek Wallen
Senior Vice President, Head of Internal Sales


Franklin Templeton Investments
Bill Jacobs
Head of Internal Sales for US Wealth Management


FS Investments
Meredith Hesdon
Head of Internal Sales


Goldman Sachs Asset Management
Galen Wagnaar
Director of Internal Sales


Andrew Phillips
WMI Head of Internal Sales & Learning and Development


Janus Henderson Investors
Beau Bokelman
Head of Internal Sales


John Hancock Investments
Joel White
Head of Internal Sales


Macquarie Asset Management
Alison Simpson
Senior Vice President, Head of Internal Sales


MFS Investment Management
Daryl Tracey
Sales Desk Manager


Jeffrey Swearingen
Assistant Vice President, Internal Sales


Natixis Investment Managers
Jennifer Round
Senior Vice President, Sales


Vica Fisher
Head of Internal Sales


Polen Capital
Dan McLennon
Head of Internal Sales


Principal Asset Management
Chris Jorgensen
Director, National Sales


RBC Global Asset Management
Emily Rask
Digital Marketing Strategist


T. Rowe Price
Matt Pisanelli
Head of Integrated Sales – US Intermediaries


Thornburg Investment Management
Lucy Candal
Head of Internal Sales, Content, Client Service


Thrivent Mutual Funds
Dan Chouanard
Vice President of Mutual Funds,
Head of Intermediary & Institutional Sales


Wasatch Global Investors
Travis Tucker
Senior Client Relations and Marketing Analyst


William Blair Funds
Seema Outarsingh
Investment Management